How to Find, Read and Interpret your IT Invoice

1. How to Find, Read and Interpret your IT Invoice LEARN Session September 2012

2. How to find, read and interpret your IT invoice • Accessing the IT Billing Portal • Reviewing Reports • Interpreting your IT Invoice • Resolving billing issues

3. IT Billing Portal • Portal provides access to billing details back to July 2004 • Provides reports based on Org Code and Index • Bill format is PDF • Charges are listed by service number • Reports can be generated for active long distance codes by index • AC number, name, activated date and last used date

4. Accessing the IT Billing Portal • Direct access is provided based on title in UNM directory • Billing Portal access is limited to department chairs, supervisors, directors and accountants • Password information can be shared as deemed necessary • For portal access submit a request through Help.UNM

5. Requesting access to the IT Billing Portal • Go to help.unm.edu • Enter your NetID and password • Depending on your affiliation, you may have to enter colleges\your netid – Ex. Colleges\ecastil4 • Click on New Request

6. Requesting access to the IT Billing Portal • Box 1 – Verify your contact information and press continue if it’s correct • Add alternate contact info if needed and press continue • Box 2 – Check mark Building not applicable for my request and press continue * Note the two green check marks indicating all necessary information has been filled out

7. Requesting access to the IT Billing Portal • Box 3 – Type in Billing in search box and click the binoculars icon • Find keyword that says billing portal access, click to highlight and press select • Click “click once to search, click again to use” button and fields will populate

8. Requesting access to the IT Billing Portal • Box 4 – Enter the indices you would like access to and click Continue • Existing Billing Services Password Box • If Box 4 has been filled out with the indices you need access to you do not need to fill this box out • Click Save

9. Requesting access to the IT Billing Portal • After clicking save, a screen will pop up with your request number in the top left corner • The information you listed in Box 4 is in the description box • You will receive an email from Help.UNM as a record of your request • UNM IT will respond with the log in information

10. Accessing the IT Billing Portal • Go to it.unm.edu • Click on Quick Links • Click on Billing Portal • Enter the username and password provided by UNM IT and click Login

11. Accessing the IT Billing Portal • Click on Reports • Select the account you want to view or All Accounts from the Account drop down • Check the month you’d like to view • Scroll to the bottom of the page and select Usage By Index from the dropdown and then click on Click Here

12. Accessing the IT Billing Portal • A summary of your charges will be displayed on page 2 • Charges are broken down by Subcode • MRCs – Monthly Recurring Charges • OCCs – One time charge or credits • Toll – Long distance or cell phone overages

13. Accessing the IT Billing Portal • The remainder of the report will break down the charges by service number • Long distance authorization codes and cell phones have detailed call records • Telephone and pager lines show only the monthly charge and any one time charges that may have been incurred over the last month – i.e. adds, moves, programming changes, new equipment, etc.

14. Resolving billing issues • Bills should be reviewed monthly and any discrepancies should be reported through help.unm • Issues should be brought to the attention of UNM IT within the month they were billed in order for credit to be considered • If you’d like to change the index a service is being billed to, please submit an index change request as soon as possible • Index changes need to be submitted before the 20th of each month in order to be processed before the next billing cycle

15. Requesting a billing index change • Index change requests need to be submitted through Help.UNM • Repeat steps 1 and 2 from previous Help.UNM instructions • Box 3 – Type in Billing in search box and click the binoculars icon • Find keyword that says billing, billing change, index change. Click to highlight and press select • Click “click once to search, click again to use” button and fields will populate

16. Requesting a billing index change • Box 4 – Type a description of your request • Existing Billing Services box • Checkmark Index Change • Fill out form • Multiple changes can be submitted in the comments box or as an attachment • Press save once you’re ready to submit your request

17. Questions